# Tiller Private Wealth, Inc.

> Tiller Private Wealth, Inc. is an SEC-registered investment advisory firm in Bethlehem, PA, registered since 1996, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 5, 2026.

- CRD: 111268
- Filed as: TILLER PRIVATE WEALTH, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bethlehem, PA
- Filing period: October 2026
- Form ADV filing dated: May 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/111268
- AdvisorCensus page: https://advisorcensus.com/firm/tiller-private-wealth-inc-bethlehem-pa-111268

## Quick answers

**How is Tiller Private Wealth, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Tiller Private Wealth, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Tiller Private Wealth, Inc. located?**
Tiller Private Wealth, Inc.'s principal office is in Bethlehem, PA, according to its Form ADV.

**Is Tiller Private Wealth, Inc. registered with the SEC or a state?**
Tiller Private Wealth, Inc. is an SEC-registered investment advisory firm, registered since 1996. Status as filed: Approved. CRD 111268.

**How much does Tiller Private Wealth, Inc. manage?**
Tiller Private Wealth, Inc. reports $730,302,316 in regulatory assets under management in its Form ADV filing dated May 5, 2026 (100% discretionary).

**How have Tiller Private Wealth, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Tiller Private Wealth, Inc.: Regulatory assets under management: $502,592,283 in the October 2021 data and $730,302,316 in the October 2026 data, up 45%. Total employees: 12 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Tiller Private Wealth, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (177); individuals (other than high net worth individuals) (166); charitable organizations (5).

**Which custodians does Tiller Private Wealth, Inc. use?**
Tiller Private Wealth, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Tiller Private Wealth, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/111268

**Does Tiller Private Wealth, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated February 12, 2026 says: "We require a minimum of $1 million of assets under management for this service. This account size may be negotiable under certain circumstances." "We require a minimum account of $1,000,000 for investment advisory clients, although this may be negotiable."

**What changed in Tiller Private Wealth, Inc.'s recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $646,296,692 to $730,302,316 (+13%). Registered or notice-filed in NE.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 12, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> We require a minimum of $1 million of assets under management for this service. This account size may be negotiable under certain circumstances.

> We require a minimum account of $1,000,000 for investment advisory clients, although this may be negotiable.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $730,302,316
- Discretionary: $730,302,316
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 166 | $61,043,659 |
| High net worth individuals | 177 | $658,509,230 |
| Charitable organizations | 5 | $10,749,427 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1996 (29 years)
- Employees: 11 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE, FL, GA, MA, MD, NC, NE, NH, NJ, NY, PA, SC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tillerpw.com
- Facebook facebook.com
- LinkedIn @tiller-private-wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $502,592,283 | 12 | March 5, 2021 |
| October 2022 | $587,755,086 | 12 | July 22, 2022 |
| October 2023 | $524,739,712 | 11 | September 28, 2023 |
| October 2024 | $590,696,915 | 11 | March 15, 2024 |
| October 2025 | $646,296,692 | 11 | July 17, 2025 |
| October 2026 | $730,302,316 | 11 | May 5, 2026 |

Regulatory assets under management: $502,592,283 in the October 2021 data and $730,302,316 in the October 2026 data, up 45%.
Total employees: 12 in October 2021 and 11 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $646,296,692 to $730,302,316 (+13%).
- Registered or notice-filed in NE.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tiller Private Wealth, Inc. (CRD 111268): Form ADV filing data as of October 2026.